Retirement Plan & Stock Plan Administrators

Financial Writing for Retirement Plan & Stock Plan Administrators

With pension plans in America becoming increasingly rare in the private sector, the onus is on employees to take ownership of their retirement savings. For the layperson, however, choosing between stock funds and bond funds, international and domestic funds, or small-cap and large-cap funds can be a mind-numbing exercise. Things get even more confusing when you add stock options and restricted stock units to the mix.

That’s why employers and retirement plan administrators need to step up and educate their participants about the benefits of contributing to a 401(k) or 403(b). Similarly, stock plan administrators need to make it easy for valued employees to maximize the value of their equity compensation. And, with the Department of Labor mulling revisions to the definition of “fiduciary,” participant education may become increasingly important.

We help retirement plan and stock plan administrators communicate effectively with their employees. Whether you need a quarterly e-newsletter to educate participants about the benefits of asset allocation, an easy-to-read enrollment kit, or a detailed explanation of how stock options work, we have the experienced writers you need. With former Series 6- and Series 7-licensed writers on our team, we can help you educate your workforce. Our services include:

Newsletters. A well-written newsletter or statement stuffer is a reliable and effective way to teach your participants how to maximize the value of their benefits. We can help you develop a long-term strategy to deliver high quality content that educates your target audience.

Enrollment Kits & Fact Sheets. Communicating the nuts and bolts of how your benefits programs work can drive participation and help improve employee retention. We can help you communicate the value of your benefits—and teach employees how to maximize them—whether it’s online or on paper.

Proofreading & Editing. Could your employee communications benefit from a second set of eyes? We provide copyediting and proofreading services that can clean up your copy and prevent embarrassing mistakes.